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Lenox Wealth Management’s BorgWarner BWA Stock Holding History

Lenox Wealth Management’s Portfolio BWA Stock Details BWA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-368
Closed -$14K – 706
2019
Q4 		$14K Sell
368
-38
-9% -$1.39K ﹤0.01% 393
2019
Q3 		$13K Sell
406
-78
-16% -$2.51K ﹤0.01% 410
2019
Q2 		$17K Buy
484
+7
+1% +$248 0.01% 365
2019
Q1 		$16K Hold
477
– – 0.01% 383
2018
Q4 		$15K Buy
477
+25
+6% +$838 0.01% 333
2018
Q3 		$17K Sell
452
-49
-10% -$1.93K 0.01% 348
2018
Q2 		$19K Buy
501
+166
+50% +$7.32K 0.01% 299
2018
Q1 		$14K Buy
335
+24
+8% +$1.11K ﹤0.01% 336
2017
Q4 		$14K Sell
311
-16
-5% -$740 ﹤0.01% 347
2017
Q3 		$14K Sell
327
-17
-5% -$694 ﹤0.01% 350
2017
Q2 		$13K Sell
344
-258
-43% -$9.35K 0.01% 345
2017
Q1 		$22K Sell
602
-445
-43% -$16.2K 0.02% 133
2016
Q4 		$36K Sell
1,047
-232
-18% -$7.48K 0.03% 124
2016
Q3 		$40K Buy
1,279
+32
+3% +$943 0.03% 112
2016
Q2 		$32K Sell
1,247
-88
-7% -$2.66K 0.02% 126
2016
Q1 		$45K Sell
1,335
-444
-25% -$13.2K 0.03% 111
2015
Q4 		$68K Sell
1,779
-611
-26% -$22.9K 0.05% 93
2015
Q3 		$88K Buy
2,390
+8
+0.3% +$333 0.07% 56
2015
Q2 		$119K Sell
2,382
-89
-4% -$4.75K 0.09% 52
2015
Q1 		$132K Sell
2,471
-249
-9% -$12.7K 0.09% 49
2014
Q4 		$131K Sell
2,720
-5
-0.2% -$244 0.09% 53
2014
Q3 		$126K Sell
2,725
-63
-2% -$3.45K 0.09% 57
2014
Q2 		$160K Sell
2,788
-283
-9% -$15.6K 0.11% 48
2014
Q1 		$166K Sell
3,071
-242
-7% -$12.3K 0.09% 52
2013
Q4 		$163K Buy
+3,313
New +$153K 0.11% 59

Other funds holding BWA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Lenox Wealth Management's BWA Position: Q1 2020 in Review

Lenox Wealth Management sold out of BorgWarner (BWA) in Q1 2020, closing a stake of 368 shares — an estimated $14K sold.

Lenox Wealth Management first reported a position in BWA in Q4 2013 and held it in 25 quarters. The position peaked at $166K in Q1 2014. 480 funds tracked by Wall St. Rank hold BWA as of Q1 2020.

  • Lenox Wealth Management reported no remaining BorgWarner position as of Q1 2020 after selling out during the quarter.
  • Lenox Wealth Management sold 368 BorgWarner shares in Q1 2020, an estimated $14K.
  • Lenox Wealth Management first reported a position in BorgWarner in Q4 2013 and held it in 25 quarters.
  • Lenox Wealth Management's BorgWarner position peaked at $166K in Q1 2014.
  • 480 funds tracked by Wall St. Rank held BorgWarner as of Q1 2020.

Based on Lenox Wealth Management's 13F filing for Q1 2020, filed 20 Apr 2020.